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New Deal


Announced

Completed

OneDigital Investment completed the acquisition of WealthSource Partners.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Sources

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Tags

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Domestic

Completed

Diversified Financials

Private

Friendly

United States

Acquisition

investment advisory

Majority

Single Bidder

Synopsis

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OneDigital Investment, an investment adviser, completed the acquisition of WealthSource Partners, a provider of investment advisory services. Financial terms were not disclosed.

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